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Session Id :
Microsoft Dynamics CRM (Archived)

segregate 3 business customer information in a single organisation

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Posted on by 1,558

Hello ALL,

I have 3 business customer information in a single organisation. 

Now I want all in a segregated manner by using separate BU Approach , territory entity  or any third approach.

Can anyone suggest me what is the best way to moving forward and why ?

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  • Tin Profile Picture
    Tin 1,558 on at
    RE: segregate 3 business customer information in a single organisation

    My current company recently acquires a new company(it's in other country), we want to merger there business into existing CRM. I am bit confuse to decided whether I have to go with Business unit or Territory or Site or Any other option(if we have). Please suggest.

  • Suggested answer
    ashlega Profile Picture
    ashlega 34,477 on at
    RE: segregate 3 business customer information in a single organisation

    Hi Tin,

     is this a "security" question or is this a "reporting" question for your organization? If it's all about "security" (who can see what), I guess you may want to use BU approach since this is what business units are for.

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